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Cosco Shipping Development (2866 HK)
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145
Analysis
Industrials
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China
Cosco Shipping Development Co., Ltd is a container shipping company based in China. The Company owns, charters, and operates container vessels for the provision of international and domestic container marine transportation services.
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bearish
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Thematic (Sector/Industry)
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13 Oct 2016 17:45
DMER - LPG Shipping - Headwinds to Persist in FY17
Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the...
Drewry Maritime Financial Research
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178 Views
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bearish
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Macroeconomics
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13 Oct 2016 17:28
Chinese Trade Data Recap: It Isn't Pretty
Chinese trade data is out and it is very difficult to spin these numbers as anything less than very disappointing. Arguably the best thing that...
Christopher Balding
156 Views
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bullish
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Thematic (Sector/Industry)
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12 Oct 2016 10:26
Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
Daniel Hellberg
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210 Views
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bearish
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Thematic (Sector/Industry)
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04 Oct 2016 10:29
DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.
In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...
Drewry Maritime Financial Research
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201 Views
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bearish
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Thematic (Sector/Industry)
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03 Oct 2016 17:28
DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
Drewry Maritime Financial Research
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144 Views
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